+2.7%
EWT vs OPEN
-74.7%
+77.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.6% | +3.8% | +0.6% |
| 7D | +9.1% | -15.0% | +24.1% | +11.4% |
| 30D | -12.2% | -40.2% | +28.0% | -6.6% |
| 3M | -9.4% | -67.4% | +58.0% | +8.5% |
| 6M | +2.7% | -74.0% | +76.7% | +26.7% |
| All | +2.7% | -74.7% | +77.4% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling